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Name Holding Trade Value Shares
Change 		Change in
Stake
RPG
4026
Resource Planning Group
Georgia
$346K -$4.45K -39 -1%
LIG
4027
Lokken Investment Group
Delaware
$345K -$41.7K -365 -12%
CA
4028
Claris Advisors
Missouri
$344K -$11.5K -101 -4%
RCA
4029
Reitz Capital Advisors
Michigan
$343K – – –
MIAS
4030
Mason Investment Advisory Services
Virginia
$343K -$2.06K -18 -0.7%
WWP
4031
Waypoint Wealth Partners
California
$342K +$6.74K +59 +2%
WMS
4032
Wealth Management Solutions
Pennsylvania
$342K -$2.28K -20 -0.8%
SEM
4033
Suncoast Equity Management
Florida
$341K +$22.3K +195 +8%
LSC
4034
Lesa Sroufe & Co
Washington
$339K – – –
MAM
4035
McCarthy Asset Management
California
$339K – – –
OWM
4036
Orgel Wealth Management
Wisconsin
$339K – – –
IWP
4037
Innova Wealth Partners
Pennsylvania
$338K +$50.2K +440 +20%
CIG
4038
Cairn Investment Group
Washington
$338K – – –
AA
4039
Axiom Advisory
California
$338K +$296K +2,591 New
BFP
4040
Beacon Financial Planning
Massachusetts
$338K – – –
CNB
4041
Camden National Bank
Maine
$337K -$69.8K -611 -19%
CA
4042
Crane Advisory
California
$337K +$295K +2,586 New
EWP
4043
Elevation Wealth Partners
California
$335K -$91.4K -800 -24%
SWRP
4044
Summit Wealth & Retirement Planning
California
$334K -$339K -2,970 -54%
FAM
4045
Frontier Asset Management
Wyoming
$331K – – –
GWA
4046
GGM Wealth Advisors
Maryland
$331K +$293K +2,567 New
FTC
4047
Farmers Trust Company
Ohio
$330K – – –
HIGP
4048
Hill Investment Group Partners
Missouri
$329K +$6.85K +60 +2%
CCM
4049
Check Capital Management
California
$329K – – –
SW
4050
Simplicity Wealth
New Jersey
$329K +$25.2K +221 +10%
160 161
162
163 164